Summit Wealth Partners, LLC Ishares Trust Ishares Pfd And Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 22,517 shares of PFF stock, worth $752,518. This represents 0.15% of its overall portfolio holdings.
Number of Shares
22,517
Previous 22,691
0.77%
Holding current value
$752,518
Previous $731 Million
2.86%
% of portfolio
0.15%
Previous 0.16%
Shares
19 transactions
Others Institutions Holding PFF
# of Institutions
1,092Shares Held
186MCall Options Held
375KPut Options Held
1.29M-
Bank Of America Corp Charlotte, NC23.9MShares$798 Million0.07% of portfolio
-
Morgan Stanley New York, NY13.8MShares$461 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA8.33MShares$278 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.52MShares$218 Million0.1% of portfolio
-
Ubs Group Ag6.35MShares$212 Million0.05% of portfolio